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PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EW icon
376
Edwards Lifesciences
EW
$53.6B
$345K 0.03%
4,425
– –
ZS icon
377
Zscaler
ZS
$28.9B
$338K 0.03%
1,080
+890
+468% +$222K
DRI icon
378
Darden Restaurants
DRI
$24.8B
$332K 0.03%
1,530
+4
+0.3% +$830
BIO icon
379
Bio-Rad Laboratories Class A
BIO
$9.43B
$317K 0.02%
1,317
+894
+211% +$211K
PHM icon
380
Pultegroup
PHM
$25B
$314K 0.02%
2,991
– –
HOLX
381
DELISTED
Hologic
HOLX
$305K 0.02%
4,693
+2
+0% +$120
VRT icon
382
Vertiv
VRT
$109B
$303K 0.02%
2,368
-3,954
-63% -$385K
VLTO icon
383
Veralto
VLTO
$23.8B
$302K 0.02%
3,005
+3
+0.1% +$289
DOCS icon
384
Doximity
DOCS
$4.58B
$301K 0.02%
4,929
-802
-14% -$44.7K
LNG icon
385
Cheniere Energy
LNG
$55.1B
$298K 0.02%
1,229
+1,199
+3,997% +$278K
AVY icon
386
Avery Dennison
AVY
$13.6B
$289K 0.02%
1,651
+1
+0.1% +$175
NBIX icon
387
Neurocrine Biosciences
NBIX
$16.6B
$286K 0.02%
2,282
– –
RAL
388
Ralliant Corp
RAL
$7.98B
$277K 0.02%
+5,740
New +$283K
KMI icon
389
Kinder Morgan
KMI
$70.2B
$275K 0.02%
9,383
-1,269
-12% -$34.8K
COO icon
390
Cooper Companies
COO
$15B
$271K 0.02%
3,827
– –
EXEL icon
391
Exelixis
EXEL
$13B
$271K 0.02%
6,174
+377
+7% +$15.1K
BF.B icon
392
Brown-Forman Class B
BF.B
$12.8B
$253K 0.02%
9,427
+9,401
+36,158% +$302K
FIS icon
393
Fidelity National Information Services
FIS
$22B
$250K 0.02%
3,086
+7
+0.2% +$545
RCL icon
394
Royal Caribbean
RCL
$82.3B
$244K 0.02%
782
+75
+11% +$17.9K
TECH icon
395
Bio-Techne
TECH
$11.2B
$243K 0.02%
4,739
– –
DUK icon
396
Duke Energy
DUK
$95.1B
$227K 0.02%
1,935
– –
DAY
397
DELISTED
Dayforce
DAY
$213K 0.02%
3,865
– –
BXP icon
398
Boston Properties
BXP
$10.8B
$211K 0.02%
3,141
– –
DG icon
399
Dollar General
DG
$26.9B
$205K 0.02%
1,798
– –
PAYC icon
400
Paycom
PAYC
$9.59B
$203K 0.02%
879
-1,091
-55% -$259K
14 15
16
17 18

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DF
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SFI
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NM
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NMC
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SLF
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VCM
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CGH
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Plato Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.